THE MONTGOMERY FINANCIAL GROUP, INC.
Firm details
- Headquarters
- ORLEANS, Massachusetts
- CRD number
- 140782
- Custodians
- LPL FINANCIAL LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals74.08%
- HNWI25.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Montgomery Financial Group, Inc. operates as an independent registered investment advisor focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. It caters primarily to individual and family clients, employing a fee structure based on a percentage of assets under management as well as hourly charges. While the firm does not actively engage in ESG investing, it maintains a straightforward approach to investment management without affiliations to other advisory firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
Contacts
3 of 3HERBERT MONTGOMERY
Founder and PresidentCRD 4013578
Jonathan Ambrose
Office AssistantCRD 8002098
Eryn Montgomery
Operations ManagerCRD 7275046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLEANS, MA
BARNSTABLE
Location
ORLEANS, MA
Headquartered in ORLEANS, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BARNSTABLE
- Address
- 195 Rt 6A
- Time zone
- ET (UTC-5)
- Office locations
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